Lake Point Wealth Management’s Amgen AMGN Stock Holding History

Lake Point Wealth Management’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	305
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	311
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	320
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	306
2021 Q2	$2K	Buy	+10	New	+$2.46K	﹤0.01%	318
2020 Q1	$34K	Buy	169 +159	+1,590%	+$34.7K	0.03%	60
2019 Q4	$2K	Buy	+10	New	+$2.2K	﹤0.01%	470
2019 Q1	–	Sell	-1,299	Closed	-$253K	–	669
2018 Q4	$253K	Buy	+1,299	New	+$253K	0.09%	121

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's AMGN Position: Q2 2022 in Review

Lake Point Wealth Management held its Amgen (AMGN) position steady in Q2 2022 at 10 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Lake Point Wealth Management first reported a position in AMGN in Q4 2018 and has held it in 8 quarters since. The position peaked at $253K in Q4 2018. 2,352 funds tracked by Wall St. Rank hold AMGN as of Q2 2022.

Lake Point Wealth Management held 10 shares of Amgen worth $2K as of Q2 2022.
Lake Point Wealth Management left its Amgen share count unchanged in Q2 2022.
Amgen made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #305 holding.
Lake Point Wealth Management first reported a position in Amgen in Q4 2018 and has held it in 8 quarters since.
Lake Point Wealth Management's Amgen position peaked at $253K in Q4 2018.
2,352 funds tracked by Wall St. Rank held Amgen as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.